What is a revision?

A revision is a change, or set of changes that are made to Smart Onboarding by an Administrative User.  Using a revision, a User can add and modify content to be used, specify where the new content is used within the onboarding process, and who sees it.  For each revision, the date when the change will take effect is specified, allowing the user to introduce changes in the future without impacting the current process.

There are two different types of revisions: 

Content Revisions allow Administrative Users to add or modify content that is used within the onboarding process. There can be many Content Revisions open at any time.

Process Revisions allow Administrative Users to modify the onboarding process, homepage content, and attributes.  Due to the complexity of Process Revisions, at most one Process Revision can be open at any time. 

Where are revisions in the onboarding process?

Revisions are not part of the onboarding process, but are used to modify elements of the business process. Revisions can be created at any time by an Administrative User.

Why are revisions needed?

Content Revisions are used to add new content or change existing content that is used in the system.  Process revisions are used to change the onboarding process, homepage content, and attributes that are used in the system.

Who can access revisions?

The table below shows which users can access Content and Process Revisions.  

Role Type	Access to Content Revision	Access to Process Revision
System Administrator
Process Administrator
Content Administrator

How is revisions accessed?

Revisions can be accessed through the Menu icon in the top left corner of the page.

What is the difference between a Process Revision and a Content Revision?

Content Revision

Content revisions allow Administrative Users to add or modify content in the onboarding system.  This content can later be added to a homepage configuration or added to your business process through a Process Revision.  Content Revisions can also be used to change notifications, set up verification vendors, etc.  Many Content Revisions can be in process at the same time.  

Process Revision

Process Revisions allow Administrative Users to specify where content is used in the onboarding process.  Administrative Users are also able to perform other functions such as Mass Uploading Attributes to the system, as well as adding Ad hoc Reports to be downloaded during the onboarding process.  

The table below lists what can be done with Content Revisions and Process Revisions.    

How to create a revision?

To create a new revision, click Create Revision under Revisions.

On the Create Revision page, click Add a New Value.

 Enter the revision information - Type, Revision Date, Description and Business Process ID.

Reserve and configure the revision. The changes made through the revision doesn't show up to the user until the revision is applied.